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Bleakley Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Bleakley Financial Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.8M Buy
21,484
+253
+1% +$100K 0.11% 139
2026
Q1 		$7.57M Sell
21,231
-92
-0.4% -$34.3K 0.12% 147
2025
Q4 		$7.96M Sell
21,323
-447
-2% -$166K 0.14% 120
2025
Q3 		$7.96M Sell
21,770
-396
-2% -$139K 0.18% 99
2025
Q2 		$7.53M Buy
22,166
+491
+2% +$154K 0.19% 99
2025
Q1 		$6.65M Sell
21,675
-781
-3% -$253K 0.21% 90
2024
Q4 		$7.23M Buy
22,456
+157
+0.7% +$50.9K 0.22% 74
2024
Q3 		$7.01M Sell
22,299
-480
-2% -$145K 0.21% 78
2024
Q2 		$6.78M Sell
22,779
-22,885
-50% -$6.57M 0.2% 99
2024
Q1 		$13.2M Buy
45,664
+798
+2% +$219K 0.38% 48
2023
Q4 		$11.8M Buy
44,866
+2,567
+6% +$629K 0.37% 48
2023
Q3 		$9.94M Sell
42,299
-667
-2% -$163K 0.35% 58
2023
Q2 		$10.5M Sell
42,966
-1,622
-4% -$374K 0.33% 55
2023
Q1 		$10M Sell
44,588
-818
-2% -$180K 0.34% 58
2022
Q4 		$9.56M Buy
+45,406
New +$9.61M 0.34% 57

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bleakley Financial Group's IWB Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, buying an estimated $100K and bringing the position to 21,484 shares worth $8.8M. The position accounts for 0.11% of the portfolio, ranked #139.

Bleakley Financial Group first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q1 2024. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bleakley Financial Group held 21,484 shares of iShares Russell 1000 ETF worth $8.8M as of Q2 2026.
  • Bleakley Financial Group bought 253 iShares Russell 1000 ETF shares in Q2 2026, an estimated $100K.
  • iShares Russell 1000 ETF made up 0.11% of Bleakley Financial Group's portfolio in Q2 2026, its #139 holding.
  • Bleakley Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's iShares Russell 1000 ETF position peaked at $13.2M in Q1 2024.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.